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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,454 | $110,337+7.4% | $102,383+15.7% | $145,877-18.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.44% | 24.83%-13.4pp | 24.94%-13.5pp | 551.28%-539.8pp |
| Employer contribution / active EE | $4,064 | $4,216-3.6% | $3,870+5.0% | $4,663-12.8% |
| Participant deferral / active EE | $10,183 | $5,621+81.2% | $5,060+101.3% | $6,691+52.2% |
| Admin fee / account holder | $1,799 | $9,750-81.6% | $8,391-78.6% | $13,402-86.6% |